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iShares S&P SmallCap 600 Index shares owned by LMG Wealth Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by LMG Wealth Partners from 13F filings

Historical chart of LMG Wealth Partners investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by LMG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $345k 2.9k 118.83
2025-06-30 $302k 2.8k 109.29
2025-03-31 $286k 2.7k 104.57
2024-12-31 $304k 2.6k 115.22
2024-09-30 $305k 2.6k 116.96
2024-06-30 $264k 2.5k 106.66
2024-03-31 $247k 2.2k 110.52
2023-12-31 $246k 2.3k 108.25
2023-09-30 $210k 2.2k 94.33

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Raytheon Technologies Corp (RTX)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr S&p 500 Val Etf (IVE)
Cardinal Health (CAH)
Amazon (AMZN)

View all positions for LMG Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index